2023-03-28T22:26:44-07:00 2022-06-30 383944511 Richard H Rechif Jr CPA 1240 India St Unit 308 San Diego CA 92101 990 2021-07-01 956042721 San Diego State University Foundation SDSU Research Foundation SAND 6195941900 5250 Campanile Drive MC1947 San Diego CA 92182 Levinson Leslie R CFO 2023-03-28 true Leslie R Levinson 999009999 Richard H Rechif Jr P00169119 6199975134 X 2 AAL1 IAL1 FAL1 2021 2023-04-26 12:10:37Z Goetz Michele 5250 Campanile Drive MC1947 San Diego CA 921821947 249366458 false X www.foundation.sdsu.edu X 1943 CA Provide support to programs that are integral to research, educational and community service objectives of San Diego State University. 17 12 3346 200 238973 94700402 92474373 78322077 82990294 753600 -27710 804798 -890628 174580877 174546329 22796121 39961355 0 93595374 102170646 465233 447413 5869169 45356408 46188372 162213136 188767786 12367741 -14221457 208622845 240261684 80148985 130556852 128473860 109704832 Provide support to programs that are integral to research, educational and community service objectives of San Diego State University. false false 105221122 34273318 61836171 SDSU Research Foundation administers funds for the sponsored research efforts of San Diego State University faculty who are researching issues important to the region, the nation, and the world. 37264059 5688037 20915885 SDSU Research Foundation administers funds that support the work of projects that focus on university and community improvement. 19771502 238238 SDSU Research Foundation administers funds for the University's public broadcasting arm, KPBS. 162256683 true true false true false false false false false true true false false true true true true true false true true true true true false false false true true true true false false false false false false false false false false true false false false false true true false false false true 553 0 true 3346 true true true true OC false false false true true true 17 false false false true false true false X 17 12 false false false false false true true true true false false true true true true true true true true false CA X X Teresa Loren 6195941900 5250 Campanile Dr MC 1947 San Diego CA 921821947 Dutcher Brian Coach 0.50 50.00 798166 325609 116890 Hoke Brady Coach 0.50 50.00 692917 326455 116890 de la Torre Adela Pres, Pres SDSU 5.00 45.00 X X 0 462621 150351 Sussman Mark Reseacher Faculty 15.00 35.00 173117 235388 101252 Wicker John Athletic Director 0.50 50.00 108000 288090 106861 Madanat Hala VP, VP SDSU 15.00 35.00 X X 45112 283024 116229 Ochoa Salvador Provost SDSU 5.00 45.00 X 0 312582 66946 Wong Nickerson Agnes Treas, VP SDSU 5.00 45.00 X X 0 271893 90982 Thomas Jennifer Research Facult 15.00 35.00 X 97425 133251 67333 Emmorey Karen Sec Res Facult 15.00 35.00 X X 62983 156909 78045 Goetz Michele CEO 38.00 12.00 X 0 212151 68807 Levinson Leslie R CFO 38.00 12.00 X 0 198774 64416 Ayala Guadalupe Research Facult 15.00 35.00 X 45633 130989 62461 Zeller Robert Research Facult 15.00 35.00 X 0 156212 70892 Fisher Stephen Community Liason 20.00 20.00 205619 0 19167 Naylon Deb Director of Human Services 38.00 12.00 0 159665 56731 Raynoha Rachel M Assoc Exec Director - CIO 50.00 0.00 169139 0 37449 Philipp Randolph Research Facult 15.00 35.00 X 10965 142082 47271 Mladenov Natalie Research Facult 15.00 35.00 X 10870 120222 63529 Tsou Ming-Hsiang Research Facult 15.00 35.00 X 14864 109447 55900 Karlo Thomas KPBS - General Manager 0.00 50.00 0 162009 7791 Page David Director 1.00 0.00 X 0 0 0 Hauser Craig Director 1.00 0.00 X 0 0 0 Coppenrath Joan Director 1.00 0.00 X 0 0 0 Capps Vickie Director 1.00 0.00 X 0 0 0 Holt Christian Assoc Students 1.00 0.00 X 0 0 0 Brack William Director 1.00 0.00 X 0 0 0 2434810 4187373 1566193 93 false true false Carl Bloom Associates Inc 81 Main St White Plains NY 10601 Mail Services 423077 Grant Thornton LLP P O Box 51552 Los Angeles CA 90071 Audit & Accounting 245905 Ellucian Company LP 2003 Edmund Halley Dr Reston VA 20191 Tech Support 274802 Query 5053 Mount Durban Dr San Diego CA 92117 Tech Support 321390 Sierra Building Care Inc 923 Stonegate Ct Chula Vista CA 91913 Janitorial Services 385631 18 25032 56468816 35980525 2748514 92474373 Campus & Community Prog 515100 7478285 7284567 193718 Contracts Government 541900 41217395 41217395 Contracts Non-Government 541900 19506508 19506508 Equip-Sponsored Programs 541900 1112268 1112268 Fees & Tuition 611600 13631318 13631318 44520 44520 82990294 526336 526336 0 1238036 1238036 6847707 8787541 -1939834 -1939834 -1939834 65179509 100977 65198280 636252 -18771 -535275 -554046 -554046 8488 198056 -189568 -189568 0 0 Passthrough Entities 611710 738 735 3 738 174546329 82752056 238973 -919073 31881119 31881119 6697314 6697314 1382922 1382922 0 470745 264157 166588 40000 0 79795712 68195617 9016937 2583158 5850061 4993378 665353 191330 8058731 6878610 916555 263566 7995397 6824551 909351 261495 0 274267 32912 241355 274802 274802 106685 106685 447413 447413 0 4963696 1633310 2641313 689073 0 0 0 0 1219306 1169068 50102 136 1431090 1232877 172700 25513 0 3503502 2858375 602073 43054 0 0 4917502 4565328 352174 384146 129842 144976 109328 Other Operating 19646288 18260522 1264694 121072 Broadcasting Expense 3161915 1073894 2082471 5550 Subcontracts 2044005 2041344 2661 Dues & Fees 1692679 1041332 100592 550755 2568489 1100211 930552 537726 188767786 162256683 20641934 5869169 2639402 2554972 6537408 10296790 34923525 30205210 4028857 5130843 0 0 7572592 7153992 0 6417854 1544450 139645643 71314928 42535179 68330715 99579098 84784883 0 0 0 4388930 30259829 208622845 240261684 12656456 17245278 26271191 32018676 1380969 660000 25921321 43125463 13919048 37507435 80148985 130556852 X 111075575 82199436 11431980 20818483 5966305 6686913 128473860 109704832 208622845 240261684 -14221457 -4547571 X false true X true true true X X X 1 San Diego State University 330373293 6 true 31881119 0 1 31881119 0 75743799 89072210 82828123 94700402 92474373 434818907 0 0 75743799 89072210 82828123 94700402 92474373 434818907 4456928 430361979 6365656 7543096 8895025 9681112 8612079 41096968 0 23049 15991 20052 6082 8488 73662 475989537 434684434 0.90410 0.90260 X true false false false false true false false false false false false false false false true true true X Part I: Additional Information Schedule A, Part IIThe organization is not an organization described in IRC Sections 170(B)(1)(A)(IV) or (VI) but is completing schedule A, Part II to elect the special rule relating to the contribution reporting on Form 990, Schedule B. Support Schedule: Other Income Explanation Other income (Part II, line 10) is from fundraising events. Part IV, Section A, Line 6: Description Of Grants Or Provided Benefits To Others In addition to administering funds that directly support San Diego State University, SDSU Research Foundation administers funds to outside organizations or individuals who are partnered with San Diego State University to research issues important to the region, the nation, and the world. Part IV, Section D, Line 3: Role The Organization's Supported Orgs. Played The President of San Diego State University, (the supported organization) is also the President of SDSU Research Foundation. Furthermore, the Board of Directors of SDSU Research Foundation includes Senior Management of San Diego State University, some of whom also serve on SDSU Research Foundation's investment committee. Part IV, Section E, Line 1c: Explain How Organization Supports Government Entity SDSU Research Foundation is an auxiliary organization of San Diego State University, a California public educational institution. SDSU Research Foundation's activities support the research, educational, and community service programs of the University. SDSU Research Foundation engages in activities on behalf of San Diego State University, and, if not for the involvement of SDSU Research Foundation, the University would normally be engaged in similar activities. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 106685 false false 106685 false false Part II-B, Line 1i - Other Activities Description SDSU Research Foundation paid $106,685 to the firm of Van Scoyoc Associates during the fiscal year. The firm represents SDSU Research Foundation's interest in Washington DC, primarily in activities that involve the competition for federal research funds. Part IV - Additional Information 35299070 4337402 -3997346 101622 35537504 27672503 4216648 3464256 54337 35299070 26676449 347051 711000 61997 27672503 23510103 2013462 1267056 114172 26676449 21722470 1440011 415726 68104 23510103 0.51760 0.12320 0.35920 false true true 525852 16937696 17463548 1240481 94912530 48577519 47575492 26029084 22737409 3291675 68330715 Deferred Loss of Bond Refunding 498259 Leases Recievable 22573039 OPEB Asset 6793994 OPEB Related Outflows 394537 30259829 Deferred Gain on Bond Refunding 15773 Deferred Inflow of Resources 22042639 Due to SDSU Auxiliaries 5695733 Net OPEB Liability 4814965 Other Liabilities 4938325 37507435 X 179545465 -4547571 759166 8787541 4999136 174546329 174546329 198314493 759166 8787541 9546707 188767786 188767786 Part V, Line 4: Intended uses of the endowment fund. To provide inter-generational income to augment programs that are an integral part of the research, educational, and community service mission of San Diego State University. Part X : FIN48 Footnote SDSU Research Foundation follows the guidance that clarifies the accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement. This guidance provides that the tax effects from an uncertain tax position can only be recognized in the financial statements if the position is more-likely-than-not to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged.SDSU Research Foundation is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code, though it is subject to tax on income unrelated to its exempt purpose unless that income is otherwise excluded by the Code. SDSU Research Foundation has also been recognized by the California Franchise Tax Board as an organization that is exempt from California franchise and income taxes under Section 23701(d) of the California Revenue and Taxation Code. SDSU Research Foundation has processes presently in place to ensure the maintenance of its tax-exempt status; to identify and report unrelated income; to determine its filing and tax obligations in jurisdictions for which it has nexus; to identify and evaluate other matters that may be considered tax positions. SDSU Research Foundation has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Rental Expenses Netted on Return $8787541 Part XII, Line 2d: Other expenses and losses per audited F/S Rental Expenses Netted on Return $8787541 true Russia Neighbor 1 20 Program Services Education 824204 East Asia & Pacific 0 0 Grantmaking 8841 Europe 0 0 Grantmaking 70023 North America 0 0 Grantmaking 119884 South Asia 0 0 Grantmaking 45292 Sub-Sahara Africa 0 0 Grantmaking 239988 Middle East & North Africa 0 0 Grantmaking 1584 South America 0 0 Grantmaking 14685 Russia Neighbor 0 0 Grantmaking 58421 1 20 1 20 1382922 1382922 Europe Service 34836 Wire Europe Service 499 Check Europe Training 14400 Wire Europe Travel 4088 Wire Morth America Service 42449 Wire North America Sponsorship 2000 Wire North America Subcontract 43320 Wire Russia Neighbor Education 824204 Wire Russia Neighbor Service 23175 Wire South Asia Service 24656 Wire Sub-Saha Africa Subcontract 239988 Wire 11 Award East Asia & Pacific 1 250 Check Fellowship East Asia & Pacific 2 962 Wire Fellowship Mid East & No Africa 1 309 Wire Fellowship Russia Neighbor 1 2400 Check Fellowship Russia Neighbor 11 22032 Wire Fellowship South Amercia 4 2600 Wire Service East Asia & Pacific 7 3250 Wire Service Europe 5 16200 Wire Service Mid East & No Africa 2 1275 Wire Service North America 22 21629 Wire Service Russia Neighbor 1 2000 Wire Service South America 1 6250 Wire Service South Asia 6 18068 Wire Training Russia Neighbor 3 7500 Wire Travel East Asia & Pacific 1 180 Check Travel East Asia & Pacific 1 4200 Wire Travel North America 5 10485 Wire Travel Russia Neighbor 3 1314 Wire Travel South America 4 5835 Wire Travel South Asia 1 500 Check Travel South Asia 2 2068 Wire false false false false false false Part I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside US SDSU Research Foundation does not act as a primary grant maker. SDSU Research Foundation issues subcontracts specifically approved under the primary grants and contracts received by SDSU Research Foundation. All such subcontracts, whether foreign or domestic, are closely monitored by SDSU Research Foundation staff to ensure compliance with federal and sponsor agency requirements. All such payments are made in accordance with a detailed budget and scope of work. Each subrecipients progress is monitored to ensure they are in compliance with applicable regulations and that all expenditures incurred by the subrecipient are allowable and allocable to the subaward. As a recipient of Federal grants and contracts, SDSU Research Foundation is subject to specific subrecipient monitoring and audit procedures as part of its annual financial audit. In addition, all subcontracts are subject to review by the grant or contract sponsor. X X X X X X X true CARS Inc 4669 Murphy Canyon Rd San Diego CA 92123 Auto Donations true 2195231 446538 1748693 false false 2195231 446538 1748693 CA GI Film Festival 8488 8488 198056 8488 8488 198056 198056 -189568 true San Diego State University 5500 Campanile Drive San Diego CA 92182 330373293 31881119 0 Amount paid Support University 31881119 0 Fellowships 1100 4595177 Books & Supplies 400 1652725 Travel Assistance 400 418389 Other Student Costs 100 31023 Grantmaker's Description of How Grants are Used Fellowships are primarily granted to individuals to help them improve their research skills. As such, the responsible Principal Investigator closely monitors the progress of the recipients. false false false false false false false true false Ayala Guadalupe Research Facult 45633 130989 4563 38424 19474 50196 188887 de la Torre Adela Pres, Pres SDSU 447573 15048 133344 17007 612972 Dutcher Brian Coach 713166 325213 85000 396 93112 23778 798166 442499 Emmorey Karen Sec Res Facult 62983 156909 6287 45811 25947 69270 228667 Fisher Stephen Community Liason 200000 5619 19167 224786 Goetz Michele CEO 211893 258 42811 25996 280958 Hoke Brady Coach 692917 325033 1422 93112 23778 692917 443345 Karlo Thomas KPBS - General Manager 24982 70000 67027 6164 1627 169800 Levinson Leslie R CFO 198516 258 42456 21960 263190 Madanat Hala VP, VP SDSU 45112 262949 20000 75 4511 79171 32547 49623 394742 Mladenov Natalie Research Facult 10870 120222 35898 27631 10870 183751 Naylon Deb Director of Human Services 159527 138 46837 9894 216396 Ochoa Salvador Provost SDSU 312186 396 45321 21625 379528 Philipp Randolph Research Facult 10965 141557 525 1096 31484 14691 12061 188257 Raynoha Rachel M Assoc Exec Director - CIO 168805 334 17079 20370 206588 Sussman Mark Reseacher Faculty 173117 235388 17602 59920 23730 190719 319038 Thomas Jennifer Research Facult 97425 132751 500 9742 40842 16749 107167 190842 Tsou Ming-Hsiang Research Facult 14864 109447 1486 32186 22228 16350 163861 Wicker John Athletic Director 90000 287952 18000 138 85473 21388 108000 394951 Wong Nickerson Agnes Treas, VP SDSU 271497 396 80036 10946 362875 Zeller Robert Research Facult 156212 47162 23730 227104 Part I, Line 7: Non-Fixed payments not listed above University coaches received additional compensation for achieving team athletic and scholastic milestones. A CSU SRB Series 2012 A & B 912155587 13077CYL2 2012-08-22 436220000 Refund 2002A Bonds false false false B CSU SRB Series 2020 A 912155587 13077DGE6 2020-02-04 65240000 Refund 2010A Bonds false false false A 9425000 14505000 9575000 14904833 71953 true false true true B 955000 1520000 1465000 1557589 3620 true false true true A false false false false false false true B false false false false false false true A false false false true false false false true B false true false false false false false true A true B true Part VI The amounts shown in Part I, column e are the total amount of the system-wide financing. The amounts shown in Part II, line 3 are the portion of the system-wide financing proceeds relating to SDSU Research Foundation. X 1324 1748693 Sales Price X 57 999821 Sales Price 14 false true true Part I, Line 32, Hire and Use of Third Parties KPBS conducts a vehicle donation program with the assistance of CARS, Inc. (an IRC501(c)(3) charitable organization). Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body The President of San Diego State University is also the Ex Officio President of SDSU Research Foundation and a voting member of the Board of Directors. Four other SDSU Research Foundation Directors are appointed ex officio by virtue of their positions in the University, and all elected Directors are nominated by the President. Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders Under Title 5 of the California Code of Regulations 42402, the University President is required to assure that SDSU Research Foundation operates in conformity with policies of The California State University and San Diego State University. The President may discontinue any program or expenditure that he or she determines is inconsistent with these policies. Form 990, Part VI, Line 11b: Form 990 Review Process A draft of the Form 990 was initially provided to each member of the investment committee. The disclosures, significant changes and questions were discussed and addressed. The Form 990 was subsequently presented to each member of the Board of Directors at a regularly scheduled meeting. The disclosures, significant changes and questions were again discussed and addressed. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts SDSU Research Foundation requires each Interested Party to disclose annually interests that could give rise to conflict. SDSU Research Foundation also monitors compliance with its conflict of interest policy through its Purchasing and Sponsored Research Development departments. SDSU Research Foundation staff reviews contracts and requisitions for potential conflicts. Many of its internal processing documents include affirmations regarding lack of conflicts. The Board of Directors is authorized to take whatever actions it deems necessary to resolve potential or actual conflicts including; (1) prohibiting the Interested Party from discussions or decisions regarding the conflict of interest, (2) modifying or redefining the duties and responsibilities of the Interested Party, or (3)requiring the resignation of the Interest Party. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management Pursuant to Tile 5 of the California Code of Regulations 42405, SDSU Research Foundation maintains salary schedules comparable to San Diego State University (a California public institution). The salaries of the Executive Director and the Chief Financial Officer are also subject to approval by the Board of Directors. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available SDSU Research Foundation's 990 tax return is available on its website. In addition, SDSU Research Foundation provides paper or electronic copies of its governing documents, conflict of interest policy, audited financial statements, research reports, Single Audit compliance reports and its Form 990 to the public on request. Most of these documents are also available on its website. San Diego State University 5500 Campanile Dr San Diego CA 92182 330373293 Higher Education CA Government NA false The Campanile Foundation 5500 Campanile Dr San Diego CA 92182 330868418 Philanthropy CA 501(c)(3) 5 NA false Aztec Shops Ltd 5500 Campanile Dr San Diego CA 92182 950516240 Bookstore, Food Service CA 501(c)(3) 11 Type III Func Int N/A false Associated Students of SDSU 5500 Campanile Dr San Diego CA 92182 956042622 Student Activities CA 501(c)(3) 5 NA false SDSU Foundation VEBA Trust 5250 Campnaile Drive MC 1947 San Diego CA 92182 330712822 VEBA Trust CA 501(c)(9) N/A false Charitable Remainder Trust 1 5250 Campanile Dr San Diego CA 92182 Trust CA SDSU Research Found Trust true false true true true true false false false false true true true true true true true true false false San Diego State University b 23127771 Actual San Diego State University o 5534407 Actual San Diego State University p 3218941 Actual